Retirement Withdrawal Rates

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Posted on April 2nd, 2015

During your working years, you’ve probably set aside funds in retirement accounts such as IRAs, 401(k)s, and other workplace savings plans, as well as in […]

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Quarterly Economic Perspective – Q1 2015 Review

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Posted on April 2nd, 2015

The Fed has lost its patience. That’s the main headline of the quarter, as the Federal Reserve finally removed long-standing language from its monthly statement […]

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Quarterly Market Recap – Q1 2015

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Posted on April 2nd, 2015

Volatility continued to rule the domestic equities markets. After losing ground in January, the major indices had a strong February. March saw early losses, then […]

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Economic Perspective – February 2015

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Posted on March 2nd, 2015

S. economic growth in Q4 2014 was less robust than initially thought. The Bureau of Economic Analysis revised its estimate of gross domestic product downward […]

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Market Recap – February 2015

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Posted on March 2nd, 2015

The Markets After a disappointing January, equities rebounded in fine style in February. The S&P 500 and Russell 2000 hit new all-time highs, and the […]

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Key Numbers for 2015

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Posted on February 2nd, 2015

Every year, the Internal Revenue Service (IRS) announces cost-of-living adjustments that affect contribution limits for retirement plans, thresholds for deductions and credits, and standard deduction […]

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Economic Perspective – January 2014

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Posted on February 2nd, 2015

The U.S. economy grew more slowly in Q4, according to the Bureau of Economic Analysis’s initial estimate. The 2.6% increase in gross domestic product was […]

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Market Recap: January 2015

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Posted on February 2nd, 2015

(Un)Happy New Year: Fresh uncertainties in Europe, slowing economic growth, anticipation of a looming Federal Reserve rate hike, and a stronger dollar all contributed to […]

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Tips for a Smart Start in the New Year (2015)

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Posted on January 6th, 2015

Happy New Year! This is a great time to reflect on past successes and plan for upcoming goals. I find this time of year to […]

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Annual Market Review 2014

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Posted on January 5th, 2015

Overview The United States emerged from 2014 as the best house on a troubled block. Civil war in Ukraine, a slowing Chinese economy, a stagnant […]

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